Purchases and Sales Made in Q1 2023 in First Trust Dorsey Wright Focu (FV)

FV Quotes by TradingView

This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT FOCU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
7.64K
+ 17.94%
$326K - $373K
50.2K $3.07M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
7.59K
+ 36.95%
$324K - $370K
28.1K $1.72M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
6.86K
+ 11.53%
$293K - $334K
66.3K $4.05M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
6.73K
New
$287K - $328K
6.73K $412K
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
6.57K
+ 16.04%
$280K - $321K
47.5K $2.91M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.9K
+ 78.82%
$252K - $287K
13.4K $818K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
5.79K
+ 4.01%
$247K - $282K
150K $9.19M
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
4.6K
New
$196K - $224K
4.6K $281K
Apr 12, 2023 Q1 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
4.54K
+ 50.27%
$194K - $222K
13.6K $831K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.42K
+ 4.97%
$189K - $215K
93.4K $5.71M
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
4.21K
+ 13.8%
$180K - $205K
34.7K $2.12M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
3.98K
+ 4.02%
$170K - $194K
103K $6.3M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.74K
New
$160K - $183K
3.74K $229K
May 01, 2023 Q1 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
3.63K
+ 2.25%
$155K - $177K
165K $10.1M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
3.24K
+ 114.85%
$138K - $158K
6.06K $371K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.2K
+ 8.15%
$137K - $156K
42.5K $2.6M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.18K
+ 16.9%
$136K - $155K
22K $1.35M
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
3.11K
+ 12.4%
$133K - $152K
28.2K $1.73M
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
2.79K
+ 3.76%
$119K - $136K
77.1K $4.72M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.71K
+ 7.74%
$116K - $132K
37.7K $2.31M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.65K
+ 6.74%
$113K - $129K
41.9K $2.57M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.47K
+ 14.16%
$106K - $121K
19.9K $1.22M
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2.46K
+ 29.4%
$105K - $120K
10.8K $661K
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.2K
+ 5.54%
$93.9K - $107K
41.9K $2.56M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.17K
+ 0.95%
$92.5K - $106K
230K $14.1M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.16K
New
$92.1K - $105K
2.16K $132K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
2.01K
New
$85.6K - $97.8K
2.01K $123K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.99K
+ 4.54%
$85K - $97.1K
45.8K $2.8M
Jul 06, 2023 Q1 2023
Ballew Advisors, Inc

BUY
 -
1.95K
+ 10.84%
$83.4K - $95.3K
20K $1.22M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
1.85K
+ 1.26%
$78.8K - $90.1K
149K $9.09M
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
1.73K
+ 0.83%
$73.7K - $84.2K
209K $12.8M
May 02, 2023 Q1 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.71K
+ 13.6%
$72.9K - $83.3K
14.3K $872K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.71K
+ 8.64%
$72.8K - $83.2K
21.5K $1.31M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.4K
New
$59.6K - $68.1K
1.4K $85.4K
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1.29K
+ 5.67%
$54.8K - $62.7K
23.9K $1.46M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.01K
+ 18.78%
$42.9K - $49.1K
6.36K $389K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
996
+ 4.75%
$42.5K - $48.6K
22K $1.34M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
944
+ 8.83%
$40.3K - $46K
11.6K $712K
Apr 10, 2023 Q1 2023
360 Financial, Inc.

BUY
 -
931
+ 9.75%
$39.7K - $45.4K
10.5K $641K
Apr 18, 2023 Q1 2023
Retirement Guys Formula LLC

BUY
 -
892
+ 1.67%
$38.1K - $43.5K
54.4K $3.33M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
883
+ 152.24%
$37.7K - $43.1K
1.46K $89.5K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
733
+ 0.46%
$31.3K - $35.7K
160K $9.78M
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
690
New
$29.4K - $33.7K
690 $42.2K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
688
+ 2.3%
$29.4K - $33.6K
30.6K $1.87M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
687
+ 8.48%
$29.3K - $33.5K
8.79K $538K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
598
+ 142.72%
$25.5K - $29.2K
1.02K $62.2K
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
550
+ 4.77%
$23.5K - $26.8K
12.1K $739K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
500
New
$21.3K - $24.4K
500 $30.6K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
450
+ 1.5%
$19.2K - $21.9K
30.4K $1.86M

Track Institutional and Insider Activities on FV

Follow FIRST TRUST DORSEY WRIGHT FOCU and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FV shares.

Notify only if

Insider Trading

Get notified when an First Trust Dorsey Wright Focu insider buys or sells FV shares.

Notify only if

News

Receive news related to FIRST TRUST DORSEY WRIGHT FOCU

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FV